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  • U.S. Patent Opinions and Evaluations

    U.S. Patent Opinions and Evaluations by Fox, David L.;

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    Product details:

    • Publisher OUP USA
    • Date of Publication 12 November 2009

    • ISBN 9780195367270
    • Binding Paperback
    • No. of pages1072 pages
    • Size 234x156x55 mm
    • Weight 1488 g
    • Language English
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    Long description:

    This book provides expert, up-to-date, practical advice and guidance on the four principle issues of patent evaluations and opinions, including: (1) claim construction and claim scope; (2) infringement; (3) validity; and (4) enforceability.

    The book teaches how to apply these four principles to the many uses of patent opinions, including:

    - Evaluating and Opining on Third-Party Patents for:

    --- Willful Infringement Risk Analyses
    --- Invalidity and Noninfringement Investigations and Opinions for Avoidance of Willful Infringement
    ---Infringement Risk and Patent Portfolio Analyses and Reporting for SEC Compliance, Including Sarbanes-Oxley Reporting
    --- Clearance (Freedom to Operate) Investigations and Opinions for New Products and Process
    --- Design-Around Investigations and Determinations
    --- Pre-Purchase and Pre-License Investigations of Patent Scope, Validity, and Enforceability
    --- Pre-Filing Investigations for Ex Parte Reexamination and Other Post-Grant Challenges
    L - Evaluating and Opining on One's Own Patent Rights for:

    --- Pre-Filing Infringement, Validity, and Enforceability Investigations for Rule 11 Compliance
    --- Evaluation of Patent Portfolio Strength and Scope
    --- Pre-Filing Investigations for Reexamination and Reissue Filings
    --- Pre-Sale and Pre-Licensing Investigations of Patent Scope, Validity, and Enforceability
    ---Protecting and Maximizing Patent Rights in Bankruptcy

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    Table of Contents:

    Preface How to Best Use This Book
    Chapter 1 Overview and Uses of Patent Noninfringement and Invalidity
    Opinions
    I. Purposes and Uses of Patent Noninfringement and Invalidity Opinions
    II. Noninfringement Opinions
    III. Invalidity Opinions
    Chapter 2 Competency Of Opinions
    I. Requirement for Competent Opinion
    II. Claim Construction Required
    III. Reliance of Cited, Up-to-Date, Properly Interpreted Law
    IV. Timing for Opinions
    V. Noninfringement Opinions
    VI. Invalidity Opinions
    VII. Final Opinion Should by in Writing
    VIII. Level of Certainty
    IV. Practice Tips
    Chapter 3 Timing, Necessity of, and Reliance on Opinions
    I. Knorr-Bremse Case
    II. READ Factors Remain
    III. Best to Obtain Opinion Upon Learning of Potentially Infringed Patent
    IV. Waiver
    V. Practice Tips
    Chapter 4 Waiver of Attorney-Client Privilege and Work-Product Immunity
    I. Production of Opinion
    II. Waiver of Attorney-Client Privilege
    III. Other Waivers
    IV. Practice Tips
    Chapter 5 Claim Construction
    I. Competent Opinion Must Construe Claims
    II. Evidence for Claim Construction
    III. Claim Construction
    VII. Practice Tips
    Chapter 6 Establishing Basis for Noninfringement Opinions
    I. Competent Opinion Must Construe Claims
    II. Burden of Proof for Noninfringement is Preponderance of the Evidence (Centricut)
    III. Carefully and Accurately Describe Client's Technology
    IV. Advise Client in Writing, in Final Opinion, That Noninfringement Analysis and Opinion are Based Solely on Client's Product and/or Process as Described in Opinion, and That any Changes to Product and/or Process Must be Evaluated Anew for Noninfringement
    IV. A. Begin With Analysis of Literal Infringement
    V. Practice Tips
    Chapter 7 Literal Infringement
    I. Literal Infringement (35 U.S.C.
    271(a))
    II. Special Rules
    III. Doctrine of Equivalents Must be Addressed if No Literal Infringement
    IV. Practice Tips
    Chapter 8 Doctrine of Equivalents
    I. Infringement Under the Doctrine of Equivalents
    II. Defining Equivalents
    III. Special Claim Construction Rules for Equivalents
    IV. Special Rules
    V. Practice Tips
    Chapter 9 Non-Direct Infringement, Experimental Use, and Implied License
    I. Direct Infringement (35 U.S.C.
    271(a))
    II. Non-Direct Infringement
    III. Inducement
    IV. Contributory Infringement
    V. Foreign Activity
    VI. Importation of Product Made by Method Claim
    VII. Experimental Use Exemption (35 U.S.C.
    271(e)(1))
    VIII. Implied License
    IX. Practice Tips
    Chapter 10 Establishing the Basis for Invalidity Opinions
    I. Competent Opinion Must Construe Claims
    II. Burden of Proof for Patent Invalidity is Clear and Convincing Evidence (Typeright Keyboard)
    III. Multiple Avenues to Prove Invalidity
    IV. No Need To Evaluate Client's Technology
    V. Practice Tips
    Chapter 11 Anticipation By Printed Publication
    I. The Invention was Described in a Printed Publication More than One Year Before the Priority Date (35 U.S.C.
    102(b))
    II. Qualifying The Prior Art
    III. Single Source of Prior Art Must Contain All of the Limitations of the Claim, Expressly or Inherently (Metabolite Laboratories)
    IV. Weight of Prior Art
    V. Parent Application as Prior Art Against Continuation-In-Part Patent
    IV. Practice Tips
    Chapter 12 Other Forms of Anticipation
    I. On Sale Bar, 35 U.S.C.
    102(b)
    II. Public Use, 35 U.S.C.
    102(b)
    III. Known or Used by Others in the U.S., 35 U.S.C.
    102(a)
    IV. Patented or Described in a Printed Publication, 35 U.S.C.
    102(a)
    V. Described in a U.S. Patent Application Published by Another Filed in the U.S. Before the Invention Date, 35 U.S.C.
    102(e)(1)
    VI. Described in a U.S. Patent by Another Filed in the U.S. Before the Invention Date, 35 U.S.C.
    102(e)(2)
    VII. Derivation, 35 U.S.C.
    102(f)
    VIII. Prior Invention, 35 U.S.C.
    102(g)
    IX. Practice Tips
    Chapter 13 Obviousness
    I. Overview
    II. Establishing a Prima Facie Case of Obviousness
    III. Evidence For Rebuttal of Prima Facie Case of Obviousness: Graham Secondary Considerations
    IV. Secondary Factors Cannot Rebut a Clear Case of Obviousness (Graham)
    V. Summary of Nonobviousness Opinion
    VI. Practice Tips
    Chapter 14 Other Forms of Invalidity, Unenforceability
    I. Written Description, 35 U.S.C.
    112, First Paragraph
    II. Enablement, 35 U.S.C.
    112, First Paragraph
    III. Best Mode, 35 U.S.C.
    112, First Paragraph
    IV. Indefiniteness, 35 U.S.C.
    112, Second Paragraph
    V. Utility, 35 U.S.C.
    101
    VI. Inequitable Conduct, Unenforceability
    VII. Practice Tips
    Appendix A Sample Outline of Noninfringement Opinion
    Appendix B Sample Outline of Invalidity Opinion
    Appendix C Subject Matter Index

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